Whether you are an incumbent or a successor/buyer involved in a transfer to one or more employees, to one or more family members, or to a third party, you will find planning worksheets below that are adapted to your situation. These worksheets will allow you to identify the issues corresponding to your situation.
Family Transfer or Transfer to Employees (Employee Buy-Out)
Incumbent – Planning the Management Transfer
Incumbent – Planning the Ownership Transfer
Successor – Planning the Management Transfer
Successor/Buyer – Planning the Ownership Transfer
Transfer to a Third Party
Incumbent – Planning the Management and Ownership Transfer